Marketing Director

Transcription

1 Marketing Director

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3 Table of Contents Welcome to Marketing Director Help... 1 Manage Campaigns... 3 Extras Tab... 3 Lists & Filters Tab... 3 The Message Tab... 5 WYSIWYG HTML Editor... 6 Message Types... 9 Main Menu Main Menu Help Home > Schedule Management Screen Reports Top Menu Settings Execute Debug Help Manage Lists Importing an List Importing from Zeop Editing an Subscriber List Removing Bounced & Unsubscribed s General Information General Information Installation Reports iii

4 Marketing Director Tips and Troubleshooting Troubleshooting Version Number System Requirements Window Frame Backing Up your Campaigns and Lists Log Files Activation/Serial Number Tips Index iv

5 Welcome to Marketing Director Help Congratulations, you have the most powerful and compact personalized bulk marketing program available. Please peruse the help files to get an understanding of the features available. 1

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7 Manage Campaigns Extras Tab The Campaign Extras tab is where you can specify the address or addresses to send a summary report, you can also chain campaigns together, and throttle how many s are sent per hour. In this example a summary report will be sent to 1@domain and [email protected]. When the campaign is finished running TestA will run immediately after this campaign. The campaign will only send out 500 messages per hour. Throttling is used for sending to SMTP servers that have limits on how many messages they will accept per hour. The Message Tab Lists and Filters Tab Lists & Filters Tab The Lists & Filters tab connects a table to an campaign, and allows you to filter the table to send to specific records. List On the Lists & Filters tab you can create a new list,, or select an existing list to use with the current Campaign. Filters Use the filter area to send to specific addresses in the table to which the campaign is connected. 3

8 Marketing Director In the above example, only addresses that contain yahoo, hotmail, and aol will be sent an . List before filter: List after filter: Preview List After selecting an list, the entire list is displayed in the Preview area. This list automatically excludes bounces and unsubscribes. The number of bounces and unsubscribes are displayed below the preview area. Global Filter You can now configure a filter by writng the where clause yourself. Global filters can be used across multiple campaigns. 4

9 Manage Campaigns Select use Global Filter from the drop down menu Click New and then Name the filter Enter the Where clause you want to use as in the example above Syntax considerations Edit a Subscriber List The Message Tab The Message Tab is where you create or import your message. Message Header Information From Name - The From Name is the name that will appear in the From line of that is received. This is an optional setting. If you want the from address to show, leave this text box blank. From Address - This is the address from where the message is sent. If the From Name is left blank this address is displayed in the From field of the recipient's client. Reply-To Address - This is an optional feature. Specify an address to which replies from the recipients are sent. This address can be the same as the From address or different. Friendly To Formatting 5

10 Marketing Director To include the first and last name of each recipient in "To" region of the recipient , check the Include full name in address check box. This will pull the values from the first and last name columns for each record and uses that information for the friendly name, so the recipients name will be included inthe "To" address of the message. If the first and last name fields or blank then the address will be used in the "To" address area, or if only one of the two fields contain data, only the field with the data in it will be displayed for the "To" address. For example if record number 7 has a last name of Smith but no first name data, and you check include full name in address then Smith will be displayed for the "To" address. Message Attachment To attach a file to each message, browse and select the file in the attachment area. Message Subject The message subject should be clear and concise. Make sure that the message has a subject, messages without a subject may not be accepted by some SMTP servers. You can use a merge field from the table for the message subject. Insert Merge Field Button Insert Merge Field - To insert a merge field, click the Insert Merge Field button. Highlight the merge field to insert click the Insert Field button, double-click the merge field, or drag and drop it into the message. Unsubscribe Merge Field - The Unsubscribe merge field allows you to replace the default text that is entered for the unsubscribe hyperlink in the message, {UNSUBSCRIBE "unsubscribe"}. To change the hyperlink text from "unsubscribe" to the desired text, simply erase "unsubscribe" and enter the hyperlink text in between the quotes. For example, if you want the unsubscribe hyperlink to say Click Here to Unsubscribe, change the wording in the merge field and place the merge field in the message the hyperlink should appear, {UNSUBSCRIBE "Click Here to Unsubscribe."} Lists and Filters Tab The Extras Tab Configuration WYSIWYG HTML Editor The WYSIWYG HTML editor is a basic HTML editor, it does not support advanced coding or scripting of the message, it should be used to make simple modifications to your message. To modify portions of text, change fonts, underline, bold etc. highlight the text to change and click on the appropriate button. Hover over the buttons for a description of their functionality in the text box below. 6

11 Manage Campaigns Page Properties To view or change the default page properties, click the Page Properties button at the bottom of the HTML Editor, colors.. You can change the background color, background image, or hyperlink To change the contents of the <head></head> tags click the Edit HEAD Section, most advanced scripting and style sheet information is placed in the head tags and any modifications you wish to make can be done in this section. Edit View/Code View Buttons Edit View shows the editable message body, whereas Code View shows the actual HTML code of the message body. How to Create a Hyperlink Highlight the text that you want to use for the hyperlink and click the Insert/Edit Hyperlink button Select the type of hyperlink, enter the URL for the hyperlink and click OK. 7

12 Marketing Director How to Insert an Image from the Web To insert an image place the cursor where you want the image to appear and click the Insert Image from remote server button Enter the URL where the image is publicly stored. How to Insert an Image stored on the same computer as the software (Locally) To insert an image place the cursor where you want the image to appear and click the Insert Image button. Browse to the directory where the image is stored. Keep in mind using images not stored on the web will slow down sending, since each picture stored locally has to be embedded in the message during sending. If you move any of the images you are embedding, you will need to change the file path to the image in Marketing Director. Using your Default HTML Editor (External Editor) To use your default HTML editor instead of the editor included with Marketing Director, click the Use External Editor button and your message will then be loaded in your default HTML editor. Make changes to the message, and then save the changes in your editor, close the editor, and then click the Refresh button to reload your HTML message in Marketing Director. Changing the Default HTML Editor (External Editor) Click Start > My Computer and click Tools > Folder Options Click on the File Types tab and find HTM (HTML will change with the HTM modifications) 8

13 Manage Campaigns Click Advanced Double click on Edit in the Actions menu Browse to the application you want to set as the default editor, for example "C:\Program Files\microsoft frontpage\bin\fpexplor.exe" Click Ok, and Ok to get back to the main folder properties page Highlight HTM and note the details for 'HTM' below. It says "Opens with:" and indicates the editor to change this back to your web browser, click change, and select the program to use to View (Internet Explorer, FireFox etc.) and click OK. Repeat for HTML then close. Open EMD and click the use External Editor button and it should open to your new default. To disable the WYSIWYG editor check the Use HTML only check box. Message Type Templates Message Types There are two types of messages available in Marketing Director, HTML and plain text. HTML Message To create an HTML message click the Edit HTML Message button,. The message body opens with a template pre-loaded. Simply replace the text with your company information, and insert your company logo. The HTML message can be formatted just like a web page with features such as hyperlinks, images, character formatting, tables, and more. To create your own HTML message in the editor, first clear out the default template, by click the clear message button, and then begin creating your own message. If you do not want to keep the background color from the default template, click the Page Properties button,, and un-check the Use Background Color check box. To insert your own HTML code into the message body, click the Toggle Design/Code View button,, or the Code View Button, with your own HTML code. and remove the HTML code that is displayed and replace it 9

14 Marketing Director To import your own HTML template click the Import Message button,, and browse to the.htm,.html, or.txt file and click Open. The file you select will replace any existing content in the HTML message body area. Message Control Buttons Insert Merge Field - To insert a merge field, click the Insert Merge Field button. Highlight the merge field to insert click the Insert Field button, double-click the merge field, or drag and drop it into the message. Unsubscribe Merge Field - The Unsubscribe merge field allows you to replace the default text that is entered for the unsubscribe hyperlink in the message, {UNSUBSCRIBE "unsubscribe"}. To change the hyperlink text from "unsubscribe" to the desired text, simply erase "unsubscribe" and enter the hyperlink text in between the quotes. For example, if you want the unsubscribe hyperlink to say Click Here to Unsubscribe, change the wording in the merge field and place the merge field in the message the hyperlink should appear, {UNSUBSCRIBE "Click Here to Unsubscribe."} Import Message - Browse to the.html or.txt file to import into the HTML message and click Open, and Yes to import the file. If you import a new message, any content that was previously in the message body will be replace with the imported message. Clear Message - Clears the content that is currently in the message body text box. Use a Template - Allows you to browse to the templates folder. Plain Text Message The plain text message has no formatting or style options available, you may however insert merge fields into the plain text message. All clients will accept Plain Text format. To use a Plain Text only message without an accompanying HTML message, check the Enable Plain Text only check box on the message tab, and then click Edit Plain Text Message, to create your plain text message. To copy the text only out of your HTML message into your plain text message, click the Copy Text from HTML button. This will copy over the text but none of the formatting from your HTML message. For example, HTML Message 10

15 Manage Campaigns Plain Text Message Copied from HTML Message Control Buttons Insert Merge Field - To insert a merge field, click the Insert Merge Field button. Highlight the merge field to insert click the Insert Field button, double-click the merge field, or drag and drop it into the message. Unsubscribe Merge Field - The Unsubscribe merge field allows you to replace the default text that is entered for the unsubscribe hyperlink in the message, {UNSUBSCRIBE "unsubscribe"}. To change the hyperlink text from "unsubscribe" to the desired text, simply erase "unsubscribe" and enter the hyperlink text in between the quotes. For example, if you want the unsubscribe hyperlink to say Click Here to Unsubscribe, change the wording in the merge field and place the merge field in the message the hyperlink should appear, {UNSUBSCRIBE "Click Here to Unsubscribe."} Import Message - Browse to the.txt file to import into the plain text message and click Open, and Yes to import the file. If you import a new message, any content that was previously in the message body will be replace with the imported message. Clear Message - Clears the content that is currently in the message body text box. HTML and Plain Text Message To send an HTML and Plain Text Message, modify the HTML message and the plain text message, a multipart message will be sent that includes the HTML and plain text versions. Use Files for Message Bodies If you have message files that you would like to use for the message bodies, instead of entering information into the HTML and/or plain text message areas, check the Use Files For Message Bodies check box. Then browse to your HTML and/or plain text message files. You can edit your files from within the software, by clicking the Edit HTML Message or Edit Plain Text Message button, keep in mind these changes will be saved to the file you are pulling into the software. The Message Tab List and Filters Tab Extras Tab 11

16 Marketing Director Main Menu Main Menu Campaigns and Subscriber Lists can be created or modified from the Main Menu. Campaigns List The Main Menu displays the Campaign ID, Campaign Name, List, and Scheduled time for each campaign. To sort the campaigns by ID, Campaign Name, List name, or Scheduled date, simply click the column heading - once for ascending order or twice for descending order. Campaign Buttons New - To create a new campaign click New, name the campaign and click OK. The campaign will open to the Step #1 - Lists & Filters tab. Edit - To edit a campaign, highlight a campaign and click the Edit button. Delete - To Delete a campaign, highlight a campaign and click the Delete button. Click Yes to confirm or No to cancel. Copy - To copy a campaign, highlight a campaign to copy and click the Copy button. Name the new campaign and click OK. Rename - To rename a campaign, highlight the campaign to be renamed and click the Rename button. Enter the new name for the campaign and click OK. Schedule - To schedule a campaign, highlight a campaign and click the Schedule button. Enter the date, time, and interval in the Schedule Management Screen. 12

17 Manage Campaigns Reports - To view the reports highlight a campaign and click Reports. Select the report to view and click View. Run Selected Campaign - To run a campaign click the Run Selected Campaign button, and proceed through any prompts. The underlined letter of each button can be used as a hot key, so that the program can be operated from the keyboard or by using the mouse. To use a hot key, press the Alt button and the underlined letter at the same time. For example if you want to run a campaign using a hot key instead of clicking the button press Alt and U at the same time. In order for a campaign to run Marketing Director program must be open. If the program is closed in the middle of sending a campaign, the rest of the campaign will not be sent out. If a campaign is scheduled to run at a specified time, Marketing Director must remain open for the campaign to be sent. Subscriber Lists Subscriber Lists are displayed in alphabetical order on the Main Menu. Lists can be created or modified using the List Controls. List Controls New List - Creates a new subscriber list. EditList - Opens the selected subscriber list. Copy List - Copies the selected subscriber list to a new subscriber list. Delete List - Deletes the selected subscriber list. Import Records - Imports a new subscriber list into a new subscriber list, or appends the information to an existing list. 13

18 Marketing Director Rename List - Renames the selected subscriber list. Merge List - Allows you to merge any two lists together. Edit List Manage Global Supression List Help Home > Schedule Management Screen To schedule a campaign to run at a specified time: 1. Highlight the campaign on the Main Menu and click Schedule. 2. Then enter the time. The time can be written in AM/PM format, 01:00:00 PM, or military time for example 1:00 PM would be 13:00: Choose the day the campaign should run using the interactive calendar. 4. If the campaign needs to be run only once then click the OK button, if the campaign needs to run at a specified interval then uncheck Run one time only and enter the interval information. 5. Campaigns scheduled in the past will produce a warning message and will run if the date and time are not changed. The scheduled time will be displayed on the Main Menu. Marketing Director must remain running for scheduled campaigns to be sent. If the program is closed the scheduled campaigns that were set to run while the program is closed will not be sent. You do not need to click run to send a scheduled campaign. Do not set the date and time in the past. Main Menu 14

19 Manage Campaigns Reports Reports To view the Reports; from the Main Menu highlight the campaign and click the Reports button. Then highlight the report to view and click View. The reports can be viewed within Marketing Director or can be exported in PDF, HTML, TXT, or RTF format. Adobe or another PDF reader must be installed to view a report using PDF format. Bounce Reports Unsubscribe Report Summary Report Unsubscribe Report The Unsubscribe Report displays the unsubscribe statistics for the list to which the campaign is connected, it lists the address that unsubscribes and the date they unsubscribed. 15

20 Marketing Director Reports Web-based Unsubscribe -based Unsubscribe Bounce Report The bounce report gives a total count on the number of bounces for the list to which the campaign you are working with is connected. It displays the list name, the address that bounced, and the date the bounce was recorded. Bounce Handling Domain Distribution Report This report breaks down the records in your list by domain name, it lists the domain name and how many records have that domain name. List Management Summary Report The Summary Report gives an overview of the statistics for each campaign. 16

21 Manage Campaigns Reports Top Menu Settings Settings To change the Configuration of global settings or import or set a default template, select Settings on the Main Menu. Configuraton Global Bounces Templates Configuration To change the global settings, from the Main Menu select, Settings > Configuration. 17

22 Marketing Director Main Menu Manage Templates To import a template into the Template list or set a default template, go to Settings > Manage Templates. Set a template as the default for new campaigns, or browse to a template of your own that you would like to import. 18

23 Manage Campaigns When you import your own template, a thumbnail of your template will not be displayed. More Free Templates The More Free Templates button will only be displayed after a serial number has been entered into the software. To obtain the free templates, click the More Free Templates button, view one of the collections of templates, if you would like to download the collection, click the Download Collection button under Download for EMD. Instructions for Using Templates with Embedded Images Each template collection is optimized for instant use using your software's embedded image capabilities. Separate instructions for transferring the images to your websites image folder, and modifying your HTML files can be found below. 19

24 Marketing Director 1. Download the zip File and save it to some directory on your computer, each Collection has 12 templates and their corresponding images. 2. Open the zip file and Extract everything to the appropriate program file: To Marketing Director program file, C:\Program Files\ MarketingDirector\Templates The arial_images folder will be created automatically and placed inside the Templates folder, with all the necessary images. 20

25 Manage Campaigns 3. Simply open your program and go to the templates area. You will see the templates listed, and will be able to preview and apply them right away. If you installed Marketing Director to a different directory than the default directory, you will need to change the file path to the images in the HTML code for the template you wish to use, so the file path points correctly to the images folder. 21

26 Marketing Director Instructions for Using Templates with Linked Images (hosted on a web server) In order to use the templates with links to the images stored on the Internet, the template itself will need to be modified slightly, and the images placed in a publicly accessible web folder. 1. Download the zip File and save it to some directory on your computer, each Collection has 12 templates and their corresponding images. 2. Open the zip file and Extract everything to the appropriate program file: To Marketing Director program file, C:\Program Files\ MarketingDirector\Templates The arial_images folder will be created automatically and placed inside the Templates folder, with all the necessary images. 3. Open the HTML file and find the following image paths file:///c:/program Files/ MarketingDirector/templates/arial_images/banner_top11.jpg (These are the default image path that points to the folder which allows you to use embedded images.) 4. Replace the first part "file:///c:/program Files/ MarketingDirector/templates/arial_images/ in front of the image name, with the FULL URL PATHWAY to your website's image folder. For Example: " 5. Repeat for ALL images referenced in the HTML file. 6. Post all images to a folder on the Internet somewhere so they are publicly accessible. You should be able to use the same process you typically use to post images to your website. Message Type The Message Tab Manage Global Suppression List The global suppression list is populated with bounce addresses. When you import messages, you can scrub the list you are importing against the suppression list to ensure that already failed addresses are not imported. If you have an external suppression list saved in a.csv format, you can import those directly into the global suppression list. 22

27 Manage Campaigns To manage or edit the global bounce list, go to Settings > Manage Global Suppression List. Bounces from all the lists in Marketing Director will be displayed in the Global Bounce table, if you remove the bounce records from your individual tables, they will still be retained in the Global Bounce table. Bounces will only be record to the Global Bounce table, at the time they are processed by the POP checker, and written to the tables. When the bounces are written to the individual tables, they will also be written to the Global Bounce table. This will allow you to run imported lists against the Global Bounce list. You can edit the Global Bounce list in the same way you would an subscriber list. Add Record - Adds a new record to the table, start typing to add an address, press tab to go to the next field in the row, press the Enter key at any point to save the record. Delete Record - To delete a record place the cursor in the record to delete and click Delete Record. To delete a block of addresses place the cursor in the first record to delete, press and hold the Shift key, and click inside the last record to delete so that all the records in between the two are highlighted. Click Delete Record. Find - To find a record or records in the list, click the Find button and enter the criteria to search for in the selected column. Then click Find First to find the first instance of the criteria in the list, then click Find Next to find other instances of the criteria throughout the list. Export Records - To export the table to a tab delimited text file click the Export List button and specify the directory where the text file should be saved. Import Records - To import an external suppression list into the global suppression list, click this button and import records just like you would when creating a new list. Close - Closes the Subscriber List. Keep in mind, adding an address to the Global Suppression table, will not cause the address to show up as a bounce in the subscriber tables, you would need to add the bounce date to the address in the subscriber tables manually. Likewise, adding a bounce date to an 23

28 Marketing Director address in an subscriber table, will not add that address to the Global Bounce table, you would need to manually add the address to the Global Suppression table. Check Bounces Bounce Handling Bounce Report Misc Settings Custom Labels To setup default labels for the Custom Fields (Text1, Text2, Text3, Numeric1, Numeric2, Numeric3) enter the text for the fields in the Custom Labels area. The field headings are displayed in each list, keep in mind this is a global settings and will be applied to all your lists. List Editor with Custom Labels displayed. Alternate Import Method Check the Alternate Import Method check box if you have larger lists and would like to speed up the import process. If you have dates, times or special characters in your list, we recommend using the primary import method, only use the alternate import method for increased import speed with simple lists. Details of Alternate Import Method: 24

29 Manage Campaigns Configuration Mail Server Settings You must configure an SMTP Server through which you will send your messages. SMTP Server An SMTP server delivers the mail to the remote servers. To use this feature you must have access to and permission to use an SMTP server, either on your network or through your Internet Service Provider (ISP). Marketing Director works with any standard SMTP server that is configured correctly. Arial Software does not provide support on how to configure your SMTP server software. Send using an SMTP Server 1. Select SMTP Server from the drop-down menu. 2. Enter the name or IP address of your SMTP Server. 3. If your SMTP server requires you to connect with an encrypted connection check the SSL check box. 4. If your SMTP server requires a username and password to be able to send , enter the username and password under SMTP Authentication and click OK. 5. Test the connection to the SMTP. If the connection fails, verify the username and password, or try removing the username and password. Also check that the name or IP address of the SMTP server is correct. If you are connecting to your SMTP server using SSL on a non-standard port then you will need to add a colon and the port number after your SMTP server name or IP address (for example, :63) and make sure the SSL check box is checked. Sending on a Non-Standard port 25

30 Marketing Director To send s out on a port other than 25, add a colon and the port number to the end of the name or IP address of your mail server. For example, if you mail server name is mail.yourdomain.com and you want to send s out on port 40 you would enter mail.yourdomain.com:40 for the SMTP Server. Segmented Sending If the SMTP Server you are sending through only allows a specific number of s to be sent per connection, you can segment your sending and specify how many s to send before the connection tot he SMTP server is disconnected and re-established. In the picture below the connection will be re-established after sending 50 s. HELO Name To specify an HELO Name for the communication with the recipient SMTP server, enter the HELO name you wish to use and that will be sent to the recipient SMTP server in the SMTP conversation. Having incorrect information for the HELO name may cause spam complaints, it is your responsibility to ensure the information you enter for the HELO name is correct. You can leave the HELO name area blank and the software will use your network or SMTP server defaults. Configuration Bounce and Unsubscribe Web-based Unsubscribe Web-Based Unsubscribes To enable Web-Based Unsubscribes check the check box in the Configuration area. Then create your message making sure the {UNSUBSCRIBE "unsubscribe"} merge field is in the message body (by default the merge field is placed at the bottom of each built-in template). Send the message and then whatever you have in double quotes in the merge field will show up as the unsubscribe hyperlink, by default the link will say unsubscribe. Then the recipient can click the link, and they will be taken to a web-based confirmation page. 26

31 Manage Campaigns If for any reason you have to uninstall and re-install the software, before you uninstall the software, make sure to process all web-based unsubscribes, if you are using that feature, so that your lists will be as up to date as possible. Then make sure to save the campaign.sto file, campaignlists.sto file, the Logs folder, and Content folder from the Marketing Director folder to a safe place, so that you can drop them into the new installation. All your campaigns, settings, and lists will be transferred. Unsubscribe Report Bounce/ Unsubscribe Bounce/ -Based Unsubscribe Handling Bounce and Unsubscribe handling are two highly recommended, but optional features that may be used in Marketing Director. Only one POP3 account needs to be created, bounces and unsubscribes will be sent back to the same POP3 or IMAP4 account and Marketing Director will process all the in that account. Make sure that you do NOT use a personal account for the Bounce/Unsubscribe account address. It is best to create a dedicated account to handle bounces and unsubscribes, such as [email protected]. The account that is created should be for use by Marketing Director only. Bounces Bounces can occur for many reasons including destination mail server outages, general Internet outages, full mailboxes, etc. Enable Bounce Checking 1. Check Enable Bounce Checking on the Configuration page. 2. Enter a return path address, this should be the address of the account that has been set up to handle the bounces and unsubscribes. 3. Enter the POP Server name or IP address, this is the name or IP address of the computer where the account for bounces and unsubscribes resides. 4. If your POP server requires you to connect with an encrypted connection check the SSL check box. 5. Enter the username for the Bounce/Unsubscribe account. 6. Enter the password for the Bounce/Unsubscribe account. 7. Test the connection to the POP3 account. Each bounce that is recorded by Marketing Director will be reflected in all the lists that have been created. That means that if there is an address that is in three lists and it bounces, the address will be shown as a bounce in all three lists. For example, Table 1 - Table 2-27

32 Marketing Director both the addresses are displayed as bouncing even though they are in different tables. Bounces are undeliverable so there is no reason to continue sending to this address that is why the bounces are updated in every table. POP3 IMAP4 If Bounce processing is not enabled and a return path address is not entered, the bounces will be sent back to either the From address or Reply-to address. -Based Unsubscribes Unsubscribe s will be sent back by the recipients, requesting that they be removed from a specific list. Enable Unsubscribe Checking 1. Check Enable Unsubscribe Checking on the Configuration page. 2. Enter a return path address, this should be the address of the account that has been set up to handle the bounces and unsubscribes. 3. Enter the POP Server name or IP address, this is the name or IP address of the machine where the account for bounces and unsubscribes resides. 4. If your POP server requires you to connect with an encrypted connection check the SSL check box. 5. Enter the username for the Bounce/Unsubscribe account. 6. Enter the password for the Bounce/Unsubscribe account. 7. Test the Connection to the POP3 account. 28

33 Manage Campaigns 8. **IMPORTANT** On tab for each campaign where you want to use the Unsubscribe feature, place the {UNSUBSCRIBE "unsubscribe"} merge field in the message body. If you are using a built-in template the Unsubscribe merge field is already included in each template. The unsubscribe requests are list specific by default. That means that the list that is connected to the campaign they are unsubscribing from will be the only one that is updated. If the recipient has their address in three lists, only the list that is connected to the campaign from which they are unsubscribing will be marked, the other two lists will not reflect an unsubscribe. For example, Campaign 1 is connected to Table 1 and @yourdomain.com has unsubscribed from Campaign 1 but not Campaign 2 which is connected to Table 2. Campaign 1 & Table 1 Campaign 2 & Table 2 Bounce/Unsubscribe Pop Checking Cycle The Bounce/Unsubscribe Pop checking cycle is the interval at which Marketing Director will log in and check the POP3 account that has been created for bounces and unsubscribes. The default is every 5 minutes, this can be changed to range from every minute to every 15 minutes. Marketing Director must be running for POP checking to take place, if EMD is closed the s will stay in the POP3 account until the program is started again and POP checking resumes. Enable Global Unsubscribe Feature The Global Unsubscribe Feature allows the software to update all lists when an recipient has unsubscribed, instead of the unsubscribe request being campaign specific (meaning the recipient is only unsubscribed from the list the campaign they are unsubscribing from is connected). With the Global Unsubscribe Feature enabled, the unsubscribing recipient will be unsubscribed from all lists in which their address is listed. For example with the Global Unsubscribe Feature enabled, the [email protected] address which occurs in List 1 and List 2, would be unsubscribed from both lists, even though they only unsubscribed from List 1. List 1 - List 2 - Without the Global Unsubscribe Features enabled, the [email protected] address would only be unsubscribed from List 1, which is the list connected to the campaign from which they are unsubscribing. List 1 - List 2 - Bounce Reports Unsubscribe Report Web Based Unsubscribe Execute Execute To check for web-based unsubscribes, or check the bounce/unsubscribe POP account, select Actions from the Main Menu. 29

34 Marketing Director Bounce Reports Unsubscribe Report Web Based Unsubscribe Bounce and Unsubscribe Check Bounce/Unsubscribe Account To force the POP checker to check the Bounce/Unsubscribe account and to view the process while it is checking, use the check Bounce/Unsubscribe account option under Actions. This will bring up the POP Reader window that displays the POP checking process. Bounce Reports Unsubscribe Report Web Based Unsubscribe Bounce and Unsubscribe Process Web Unsubscribes To process the Web-Based Unsubscribes, from the Main Menu click Actions > Process Web Unsubscribes. Then click Yes to import the unsubscribes. 30

35 Manage Campaigns Then a message with the number of unsubscribes is displayed, and the records in the tables that unsubscribed are marked in blue. When you have web-based unsubscribes enabled, and you click Run Selected Campaign you will be prompted to process the web unsubscribes before running the campaign. Web Based Unsubscribe Processing Configuration Bounce Handling Debug Debug Mode To enable Debug Mode, from the Main Selection Screen select Debug > Enable Debug Mode. 31

36 Marketing Director A message appears stating that Debug Mode has been turned on, and the file path to the trace files will be displayed. The debug files can be viewed by going to Debug and selecting the file you would like to view. The trace.log, tracesmtp.log, and the tracepop.log files for a typical installation may be found in the following directory, C:\Program Files\ MarketingDirector\Debug. If for any reason you have to uninstall and re-install the software, before you uninstall the software, make sure to process all web-based unsubscribes, if you are using that feature, so that your lists will be as up to date as possible. Then make sure to save the campaign.sto and campaignlists.sto files from the Marketing Director folder to a safe place, so that you can drop them into the new installation. All your campaigns, settings, and lists will be transferred. When you are done with the debugging process make sure to turn debug mode off by going to Debug > Enable Debug Mode, turning off debug mode ensures that the log files do not continue to record the entire conversation between the database and SMTP server. Debug Files Troubleshooting Tips and Tricks Debug Files The debug files can be viewed by going to Debug > and selecting the file you would like to view. Trace.log: This log file records errors when writing to the database. Debug mode does not need to be turned on in order to write to the trace.log file. It may be found in the following path for a typical installation C:\Program Files\ MarketingDirector\debug\trace.log When Debug Mode is turned on, two other log files are generated, containing information about any problems that may be occurring. Tracesmtp.log: When Debug Mode is enabled, EMD will write the entire conversation with the SMTP server to this log file. It may be found in the following path for a typical installation 32

37 Manage Campaigns C:\Program Files\ MarketingDirector\debug\tracesmtp.log TracePOP.log: When Debug Mode is enabled, EMD will write the entire conversation with the POP server used for Bounces, and Unsubscribe handling. It may be found in the following path for a typical installation C:\Program Files\ MarketingDirector\debug\tracepop.log Install.log: During the Marketing Director installation a log file is generated. It may be found in the following path for a typical installation C:\Program Files\ MarketingDirector\install.log When you are finished debugging, make sure to turn Debug Mode off by going to Settings > Debug Mode so that the trace.log files will not continue to record information about every that is sent Debug Mode Help Help To view these help files click Help on menu bar. Help - Displays the help files. Getting Started - Displays the Getting Started guide. Configuration Wizard - Starts the program. Forums at Arial Software - Opens the forums page at arialsoftware.com, so that you can share information and view up to date posts about Marketing Director Check For Updates - Checks for updates to the software. About - Displays the splash screen with the version number in the lower left corner. Main Menu Configuration Import List Lists and Filters Tab Message Tab Extra Tab Getting Started 33

38 Marketing Director Marketing Director (EMD) is a software-based marketing program specializing in simple message personalization and permission marketing. Marketing Director helps you create and store your lists, merge customer information in your message and deliver either directly or through your SMTP server. To use EMD you need to have a list of addresses and a message to send. Main Menu Configuration Import List Lists and Filters Tab Message Tab Extra Tab Live Update Periodically Marketing Director is updated with bug fixes and minor improvements. These are available via an update link from our website. To run a live update: Click Help > Check for Updates You will be taken to a webpage that will tell you if an update is available and how to download it. Installation 34

39 Manage Lists Importing an List Comma separated text files can be imported into the built in database in Marketing Director. If your database is not in this format it will need to be exported to a.csv text file and then imported into EMD. 1. To import an list from the Main Selection screen click the Import List button. 2. Browse to the file to import the list from. This file needs to be a comma separated text (.txt,.csv) file, the formatting on the file should look like the following, 3. You can append the imported file to an existing list or enter a name for a new list. 4. Match the fields in the imported list to the corresponding ones in the EMD table. 5. The Currency field will use the currency settings from your operating system, and the Custom Fields can be used for any Numeric or Text field that you would like to include in the list that is not part of the List Fields. 6. If you would like Marketing Director to delete duplicate s from the database after the file is imported check De-dupe the list after import. 7. If you would like to run the list you are importing against the Global Supression list, check the Check records against global suppresion list check box. 35

40 Marketing Director Any addresses that match those in the global bounce list will be marked as a bounce (in red) when the list is imported into the table. Keep in mind running a list against the global suppresion list during the import process will slow down how quickly the list is imported into the software. 8. Click Import Now. This process may take awhile depending on the size of your list. 9. In evaluation mode the following warning will appear, Import from Zeop Edit Subscriber List Importing from Zeop Zeop is a free service that allows you to place a form on your website to collect subscriber information. Zeop stores the subscriber list, and the list can either be exported, or imported into Marketing Director. To import your subscriber list from Zeop, edit your list and click the Import from Zeop button, Then enter your Zeop account information, if you do not select import entire subscription list, then only the new subscribers to your list will be imported. 36

41 Manage Lists The records are appended to your current list, if you select de-dupe the list after import, any duplicate records will be removed after they are imported. If enable check records against global bounce list, any records that match those on the global bounce list, will be marked as a bounced record when imported. For more information on how to setup an account using zeop, visit Import Lists Editing an Subscriber List To edit an Subscriber list from the Main Menu click the Edit List button or while editing a campaign go to Step #1 - Lists & Filters and click the Edit List button. There are two different views when editing a list, Table View and Form View, the list will open in table view by default. Each of the list buttons described below is available in both table and form view. List Buttons The list management buttons are displayed at the bottom of the page. 37

42 Marketing Director Add Record - Adds a new record to the table, start typing to add an address, press tab to go to the next field in the row, press the Enter key at any point to save the record. Delete Record - To delete a record place the cursor in the record to delete and click Delete Record. To delete a block of addresses place the cursor in the first record to delete, press and hold the Shift key, and click inside the last record to delete so that all the records in between the two are highlighted. Click Delete Record. Find - To find a record or records in the list, click the Find button and enter the criteria to search for in the selected column. Then click Find First to find the first instance of the criteria in the list, then click Find Next to find other instances of the criteria throughout the list. Export Records - To export the table to a tab delimited text file click the Export List button and specify the directory where the text file should be saved. Remove Bounced/Unsubscribed Addresses - Click to remove the addresses that have Bounced or Unsubscribed from the list. You have the option to save them in a text file. Remove Duplicates - Deletes duplicate addresses in the list, one copy of each address will remain in the list, any additional records with the same address will be removed. Import from ZEOP - Imports records from your ZEOP subscriber list. Close - Closes the Subscriber List. To select multiple records scattered throughout the list, click in one record, hold the Ctrl key down and click the other records you would like to select, all the records you want to focus on are highlighted. The underlined letter of each button can be used as a hot key, so that the program can be operated from the keyboard or by using the mouse. To use a hot key, press the Alt button and the underlined letter at the same time. For example if you want to add a record using a hot key instead of clicking the button press Alt and A at the same time. Table View Table view displays the entire Subscriber list. Searching for a Record 38

43 Manage Lists You can use the Find button to search for specific criteria in the list, for example if you want to find a record with the address [email protected], you would enter the following for the Find criteria, Then click Find First to find the first instance of the criteria in the list, then click Find Next to find other instances of the criteria throughout the list. Looking Forward searches down the list, and Looking Backward searches up the list. Sorting Column Headings and Records You can Drag and Drop the Column Headings in any order you would like, to make the list easier to view. Simply drag the column heading to the area in the table where you would like it to appear. Before Dragging and Dropping the LastName field: After Dragging and Dropping the LastName field to the beginning of the table: You can also sort a column in either ascending or descending order, click the column name once for ascending order, 39

44 Marketing Director and twice for descending order Grouping a List You can group information in a list by dragging a column heading to the group heading area, then the list will be grouped using the information in that column, for example here is the list ungrouped, and grouped by occupation, Ungrouped: Grouped: 40

45 Manage Lists You can then sort the Grouped field in ascending or descending order by clicking on the column heading once for ascending order and twice for descending order. Identifying Bounces & Unsubscribes In each list addresses that bounce will be displayed in red and addresses that have unsubscribed will be displayed in blue. These addresses can be removed from the table using the Remove Bounced/Unsubscribed Addresses button. Form View You can view each record in form view, and then tab through the fields to add information to each record. Bounces will be displayed in red, and unsubscribes in blue. To scroll to the next, first, or last record in the list use the scroll bar at the bottom of the Table View or Form View. - Moves to the beginning of the list. - Moves to the end of the list. 41

46 Marketing Director Import Records Import from Zeop Removing Bounced & Unsubscribed s To remove bounced and/or unsubscribed s from a list, in the Edit List area, Click the Remove Bounced/Unsubscribed Addresses button. A list of addresses that have bounced or unsubscribed is displayed. You can view unsubscribes or bounces, or both. Click the Purge Selected button to delete the selected records or the Purge All button to delete all the records from the table. To select multiple records scattered throughout the list, click in one record, hold the Ctrl key down and click the other records you would like to select, all the records you want to focus on are highlighted. To select a block of records, click the first record in the block you want to select then hold to the Shift key and click in the last record in the block, this will highlight all the records in between the first and last record selected. You can export the records that are being deleted to a text file or continue without exporting the records. If you choose to export the records select a directory to save the file to and click OK. 42

47 Manage Lists Click Yes if you want to delete the records or No to cancel deleting the records. Edit Lists Global Bounce List 43

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49 General Information General Information To see a short description of a feature, hover the cursor over the feature. Hot keys are available for most features, press the Alt key and the underlined letter of the button at the same time, for example in the above image you could press Alt+S to access the schedule management screen, or Alt+U to run a campaign. Tips, Tricks and Troublshooting Installation Marketing Director needs to be installed on a computer running a Windows 2000 / NT workstation / NT server / 2000 Server / Windows XP / Windows 2003 / Windows Vista or Windows 2003 Server. Marketing Director is packaged in a compressed file called a.zip file. To open the file use WinZip ( or your operating system's zip utility. We recommend saving the download to your hard drive in the event you need to rerun the installation. An install log records the file installation and can be referred to if necessary. For a typical installation the install log can be found in the following directory, C:\Program Files\ MarketingDirector. The installation can be run directly from the zip file, you do not need to extract the installation executable. Serial Number Activation Update EMD Reports To view the Reports; from the Main Menu highlight the campaign and click the Reports button. Then highlight the report to view and click View. 45

50 Marketing Director The reports can be viewed within Marketing Director or can be exported in PDF, HTML, TXT, or RTF format. Adobe or another PDF reader must be installed to view a report using PDF format. Bounce Reports Unsubscribe Report Summary Report Tips and Troubleshooting Below are some tips, tricks, and troubleshooting information for using Marketing Director. If you still have questions or problems after consulting this section, please feel free to contact tech support at Troubleshooting Tips Troubleshooting Here are some common problems that can occur in specific areas of the software: Mail Server Settings If you are getting a 502 or 503 error, command un-implemented, and you have a username and password for SMTP authentication, take out the username and password and try testing the connection again. If you are getting an error connecting to your SMTP server, you may have an anti-virus software running that is not allowing the request from a third party software out on port 25. You need to check your antivirus software and turn off outbound scanning as well as outbound monitoring on port 25 so that the software can connect directly to the SMTP server you have specified. You get a 535 authentication error when testing the SMTP server connection. This means that the username and password you have entered for the SMTP authentication are not being accepted by the SMTP server you are trying to connect to. Try a different username and password, or try taking out the username and password and testing the connection again. 46

51 General Information Bounce/Unsubscribe Handling If you cannot connect to the POP server, make sure that port 110 is open and not being blocked by any anti-virus software, so that the request can get from the software to the POP server. If your personal s are being deleted when the software checks for bounces and unsubscribes, this happens when you put your personal account information in for the POP username and password. DO NOT use any personal account information for the bounce/unsubscribe account, create a new POP account and use that information for Step #2 and Step #3 on the Bounce/Unsubscribe Handling tab. Misc. Settings Your serial number is not being accepted by the software; make sure you have dashes every 4th number. Lists and Filters Tab Records are not being displayed in the preview area; make sure that all your records have not bounced or unsubscribed, bounce and unsubscribe records will not be displayed in the preview area. Also, make sure any filters you have applied are not filtering out all the records from your table. Message Tab Images are not loading when the message is sent; make sure that any images have a full file path or url reference in the HTML code. Also if the image is still not loading, take any spaces out of the image name. When sending out a campaign you have a slow sending speed, if you are embedding images, this will significantly slow down the sending speed. When possible we recommend using a url reference to your images, instead of embedding them in the message. Extras Tab When sending out a campaign you have a slow sending speed, check the throttling feature on the Extras tab, if you have a low number in that area, like 100, the software will send 100 messages over the course of an hour. Import Records The.csv or.txt file you are trying to import returns an error message during import; take out any spaces in the file name and go through the import process again. Tips Version Number The version number can be found on the initial program splash screen or on the Main Menu title bar. 47

52 Marketing Director To view the splash screen, Select Help > About from the Main Menu to show the splash screen, the version number appears in the lower left corner. Serial Number Installation System Requirements Minimum requirements: At least 5GB free disk space Bandwidth to the Internet (dial-up, DSL, T1, etc.) Access to an SMTP server. ( Marketing Director works with any standard SMTP mailer, including Imail Server, SendMail, LSMTP, MS IIS, Post.Office, Exim, MS Exchange, etc.) Windows 2000 / NT workstation / NT server / 2000 Server / Windows XP/ Windows Vista / Windows 2003 Minimum 256MB RAM Configuration Installation Window Frame On the Main Menu select Window Frame from the menu bar to change the focus to a different page. For example when working on the configuration page the Window option looks like this, the check-marked option is the page the focus is currently on and the other options are pages the focus can be changed to. Clicking Marketing Director in this example will change the focus to the Main Menu. Main Menu Backing Up your Campaigns and Lists 48

53 General Information If you would like to make a backup of your campaigns and lists, browse to the Marketing Director folder (usually in the following directory, C:\Program Files\ MarketingDirector) and make a copy of the campaign.sto and campaignlists.sto files and the Logs, and Content folders and save the copies to a different directory such as your My Documents folder. These two files and two folders contain all your campaign settings, and lists, and backing them up on a regular basis is a good idea. Files and Folders to Backup Periodically campaign.sto file campaignlists.sto file Logs Folder Content Folder More on Log Files Log Files The success/fail log files show which s were sent to the SMTP Server and which s were not sent. These files along with a summary report for each campaign, are stored in the following directory, C:\Program Files\ MarketingDirector\logs, and can also be viewed in the Reports area. Successful s for Campaign #1 C:\Program Files\ MarketingDirector\logs\CampaignID1-Success TXT Failed s for Campaign #1 C:\Program Files\ MarketingDirector\logs\CampaignID1-Failed TXT Log File for Campaign #1 C:\Program Files\ MarketingDirector\logs\CampaignID LogFile TXT Debug Logs Activation/Serial Number After initial installation, an evaluation notice appears. This notice will appear each time the program is started in evaluation mode. The notice will not be displayed after a serial number is entered into the software. 49

54 Marketing Director If you enter an incorrect or invalid serial number, the program will run in evaluation mode.. When you move your installation, you should notify Arial Software to avoid any problems with installing on a separate computer. Back up EMD files Tips Here are some tips for specific areas of the software: The Message Tab Make sure all images are referenced with a full file path or complete url to the image, a relative path, such as images/logo.gif, will not work within the software. Bounce/Unsubscribe Handling Do not use a personal account for Step #2 and #3 in the Bounce/Unsubscribe Handling area. The software logs into the account you use in that area and processes the s in the account and deletes, so if you were to use a personal account it would delete your personal message. Create a new POP account for the Bounce/Unsubscribe Handling. Import Records 50

55 General Information The alternate import method, is a faster import method that should only be used when importing larger lists of just addresses. If your list contains other columns, like names, dates or times, you should use the default import method. Modifying a Template, and Making the Changes Permanent If you would like to modify any of the additional free templates you have downloaded, go to The Message Tab, check the Use Files for Message Bodies check box. For the HTML Message browse to the template you would like to modify, Then click the Edit HTML Message button once the template has been loaded into the software. Make any changes to the template, keep in mind that these changes are to the template file itself so the template file will always reflect any changes you have made when using the template. Modifying the Template in the HTML Editor 51

56 Marketing Director The changes in the actual template file are permanent Troubleshooting If you want to modify the template only for a specific campaign and not make the changes permanent to the template, then use the Use a Template Button on the Message Tab to import a template and make changes to the template using the HTML editor. Importing the template will cause the changes to the message in the campaign only, not to the template file itself. 52

57 Index A Activation/Serial Number...51 Add Record...39 B Bounce Report...16 Bounce/ -Based Unsubscribe Handling...29 Bounce/Unsubscribe Handling...52 C Configuration...18 Configuration area...28 D Debug Mode...33 Delete Record...39 E Edit HTML Message button...52 Edit List button Domain Distribution Report Marketing Director Based Unsubscribes...29 Export Records...39 F Failed s...51 Filters Tab...3 Find...39 G Global Filter... 3 Global Supression list Global Unsubscribe Feature Grouping H HTML... 15, 47 I Import Import List button Installation L Logs M Main Menu...15, 32, 47 Manage Templates Manage Global Suppression List Manage Templates More Free Templates button P Personalization POP Reader window Preview List... 3 Process Web Unsubscribes Purge Selected button

58 Marketing Director R Remove Bounced...44 Reply-To Address...5 Reports button...15, 47 Run Selected Campaign...12, 32 S Schedule Management Screen...12 Select Help...49 Settings...18 SMTP...5 Sto file...28 Successful s...51 Summary Report...17 Suppresion list...37 T The From Name...5 The Unsubscribe...5 Tips...48 Troubleshooting U Uninstall Unsubscribe Account Unsubscribe Handling... 48, 52 Unsubscribe feature Unsubscribe Merge Field... 5, 9 Unsubscribe Report Unsubscribed s... 29, 44 Use Files For Message Bodies... 9 Using Templates V Version Number W Web-Based Unsubscribes Window Frame Z Zeop button